Westco Investment Corp.

Broker-DealerFINRA MemberEst. 1987

Total AUM

—

Advisory reps

7

Avg account

$0

Firm details

Headquarters: Lynbrook, New York
CRD number: 20744
Registered since: October 5, 1987
Website: www.westcofinancialgroup.com

Firm profile

FINTRX

Overview

Westco Investment Corp. is an individually owned corporate investment entity that has been SEC-registered since 1987. Public data classifies the firm as "Unclassified" and indicates it does not operate as a capital allocator or a multi-state adviser. The firm is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Limited public descriptive material is provided about its client-facing advisory activities or fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

James Westmacott
President, CEOCRD 1252665

Contacts

3 of 6

Susan Forgasch
Registered RepresentativeCRD 1999807
Kenneth Hehir
Investment Adviser RepresentativeCRD 1414491
Kathryn Domack
PresidentCRD 5378997

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 44

Active vs passive

$47.6M in ETFs

Passive

98%

$46.5M

Active

2%

$1.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$27.7M	37,092	58.20%

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Primary office

Lynbrook, NY

Nassau

Location

Lynbrook, NY

Headquartered in Lynbrook, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Nassau
Address: 77 Hempstead Ave
Time zone: ET (UTC-5)
Office locations

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